Job highlights
. Post Graduate / MBA from a reputed institute
. CustomerAcquisition Minimum of 1 Cr
Experience

JobResponsibilities
CustomerAcquisition Minimum of 1 Cr.
5 Cr and above investable surplus
FinancialPlanning (FP) and Portfolio Services
Executionof transactions post FP and on periodical basis
ManagePrivate Wealth, PMS and AIF fund related queries
Ensuredelivery of various MIS reports as per requirements
Todevelop short term and long term sales strategies for the WM business in linewith the overall strategic goals of the organization
Toestablish standardized and effective sales processes to ensure quality controland productive customer service delivery
Ensurediscipline of asset allocation
Achievea balance of revenue streams through sale of MF which will build a steadyannuity flow and through all other asset class
Todrive solid client servicing and client engagement parameters, to enhancemarket credibility and deliver superior value proposition
Continuouslearning, to be better equipped than our competitors
Toclosely observe, evaluate and monitor the client positions,



portfolioallocations and ensure that they fall within risk and advisory parameters aslaid down by Risk, Compliance and Research Teams
Toensure adherence to internal and external Financial advisory guidelines andRisk Policies and ensure standards are in place to minimize mis-sellinginstances
Tocontinuously scan the competition/market and report on emerging trends or anynew development or business opportunities for WM
RevenueGeneration
BuildAUA

Skills
Excellentcommunication
Provenskills of significantly improving the structure and readability of writtencommunication

Competencies:
Livesthe Company Values
BusinessAwareness Market Knowledge
CustomerCentricity.
PeopleConnect
ResultOrientation
NetworkingAbility

Qualification
Post Graduate / MBA from a reputed institute

Experience
Minimumof 8 - 12 years of experience

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Dvp Wealth Management Professional Udaipur
🏢 Emkay
📍 Udaipur